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iShares Russell 3000 ETF
IWV

Overview Fund Activity

453 hedge funds and large institutions have $4.8B invested in iShares Russell 3000 ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 121 increasing their positions, 161 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
9.85%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.89%
New
28
Increased
121
Reduced
161
Closed
24
Calls
$1.67M
Puts
$1.19M
Net Calls
+$485K
Net Calls Change
+$178K

Top Buyers

1
SB
Suntrust Banks
Georgia
$81M
2
BlackRock
BlackRock
New York
$66.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.8M
4
AB
Amalgamated Bank
New York
$42.1M
5
PCP
Proficio Capital Partners
Massachusetts
$20.1M

Top Sellers

1
SIM
Strategic Investment Management
Virginia
$62K
2
Northern Trust
Northern Trust
Illinois
$182M
3
CS
Credit Suisse
Switzerland
$2.55M
4
AQR Capital Management
AQR Capital Management
Connecticut
$195M
5
Allianz Asset Management
Allianz Asset Management
Germany
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
201
MOTCO
Texas
$1.21M +$1.21M +7,000 New
HNB
202
Huntington National Bank
Ohio
$1.18M -$1.09M – –
MCM
203
Monument Capital Management
Virginia
$1.16M +$525K +3,019 +83%
CTC
204
Central Trust Company
Missouri
$1.15M +$928K +5,281 +428%
WPSG
205
Wealth & Pension Services Group
Georgia
$1.14M -$75.3K -437 -6%
BFM
206
Boston Financial Management
Massachusetts
$1.14M – – –
HCM
207
Hollencrest Capital Management
California
$1.13M – – –
PTC
208
Philadelphia Trust Company
Pennsylvania
$1.12M – – –
PCMC
209
Private Capital Management (Colorado)
Colorado
$1.11M -$20.2K -117 -2%
AF
210
Advisornet Financial
Minnesota
$1.1M -$274K -1,587 -20%
CA
211
Crewe Advisors
Utah
$1.1M – – –
CCMW
212
Cypress Capital Management (Wyoming)
Wyoming
$1.1M +$149K +867 +16%
APG
213
Abacus Planning Group
South Carolina
$1.09M – – –
EWM
214
Evercore Wealth Management
New York
$1.08M – – –
MFT
215
Moisand Fitzgerald Tamayo
Florida
$1.07M -$3.79K -22 -0.4%
ICMP
216
Integrated Capital Management (Pennsylvania)
Pennsylvania
$1.06M +$197K +1,145 +23%
SFG
217
Summit Financial Group
West Virginia
$1.03M +$1.03M +5,999 New
Kayne Anderson Rudnick Investment Management
218
Kayne Anderson Rudnick Investment Management
California
$1.03M -$37.3K -216 -4%
NIA
219
Northstar Investment Advisors
Colorado
$1.02M -$46.5K -245 -4%
KP
220
Keel Point
Alabama
$1.02M +$47.1K +273 +5%
SC
221
Savant Capital
Illinois
$1.01M +$1.01M +5,841 New
CBU
222
CIBC Bank USA
Illinois
$939K – – –
SWRP
223
Summit Wealth & Retirement Planning
California
$929K +$4.83K +28 +0.5%
DADC
224
D.A. Davidson & Co
Montana
$915K +$915K +5,310 New
EVM
225
Eaton Vance Management
Massachusetts
$899K -$25.9K -150 -3%
7 8
9
10 11